Gainsight + Pipedrive
Manage new Pipedrive organizations by creating or updating companies in Gainsight
Keep your sales and customer success teams in sync with this efficient workflow. Whenever a new organization is added in Pipedrive, this automation immediately updates or creates the corresponding company in Gainsight. This ensures you maintain accurate, up-to-date information across both platforms, fostering better communication and business efficiency.
Keep your sales and customer success teams in sync with this efficient workflow. Whenever a new organization is added in Pipedrive, this automation immediately updates or creates the corresponding company in Gainsight. This ensures you maintain accurate, up-to-date information across both platforms, fostering better communication and business efficiency.
- When this happens...New Organization
Triggers when a new organization is created.
- automatically do this!Create or Update Company
Allows the user to dynamically populate all fields and create/update a company
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